Author: Adam Flowers

How many software systems does it take to service your clients?

Posted by Adam Flowers | Sep 14, 2020 | Cash Flow Modelling, Financial Planning, Insights, Retirement Planners, System Review, Wealth Practice Management Systems |

Adam Says “PlanHappy is a great alternative to the well-established Practice Management Systems...

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My Experiences using FE fundinfo – FE Analytics

Posted by Adam Flowers | Aug 5, 2020 | Insights, Portfolio Analysis, Portfolio Modelling, Research Systems, System Review |

With a considerable amount of functionality on offer, I thought it would be best to focus on some...

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My experiences using Intelliflo – Intelligent Office

Posted by Adam Flowers | Jul 22, 2020 | Insights, intelliflo, Mortgage Practice Management Systems, System Review, Wealth Practice Management Systems |

iO offers users access to various platforms, product providers, quote portals and wealth...

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